NUSHARES ETF TR NUVE PFD INC ETF is a security (CUSIP 67092P771) tracked across SEC portfolio filings. 23 institutional managers reported $36.3M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $309K via N-PORT as of 2026-03-31.
Showing 15 of 23 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Berger Financial Group, Inc | PLYMOUTH, MN | $15.0M | 574,054 |
| Astoria Portfolio Advisors LLC. | NEW YORK, NY | $4.8M | 182,038 |
| Maia Wealth LLC | DENVER, CO | $2.9M | 110,372 |
| MBL Wealth, LLC | CHARLOTTE, NC | $2.2M | 83,617 |
| CWM, LLC | OMAHA, NE | $2.2M | 83,628 |
| FULLCIRCLE WEALTH LLC | DALLAS, TX | $2.1M | 79,646 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $1.6M | 62,643 |
| LPL Financial LLC | FORT MILL, SC | $1.2M | 46,510 |
| Krilogy Financial LLC | ST. LOUIS, MO | $994K | 38,000 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $703K | 26,879 |
| Jefferies Financial Group Inc. | NEW YORK, NY | $656K | 25,449 |
| Buckley Wealth Management, LLC | LAS VEGAS, NV | $514K | 19,936 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $363K | 14,099 |
| MASSMUTUAL TRUST CO FSB/ADV | Windsor, CT | $353K | 13,496 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $235K | 8,975 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Concorde Wealth Management Fund | Concorde Funds Inc | $309K | 68.76% |